Home > Uncategorized > 2012/10/30: Quick Post: Weekly Calendar, Summary Perspective and Sandy classical (perverse) economic influence!!

2012/10/30: Quick Post: Weekly Calendar, Summary Perspective and Sandy classical (perverse) economic influence!!

© 2012 ROHR International, Inc. All International rights reserved.

The weekly Report & Event Calendar is available through the link in the right hand column. The Summary Perspective is also available and still relevant… with its review of the typically somewhat perverse influence of a major storm like Hurricane Sandy. It is so counterintuitive as to bamboozle most folks who are not serious market students who have been there before (like Irene and especially Katrina), but…

There is a very good reason the equities have held up so well in the face of a human tragedy that includes massive economic carnage…

…which is the degree to which the rebuilding effort is a ‘GDP-positive’ event. That is to say that the reconstruction and rehabilitation effort that includes not just a whole lot of structure but also electrical lines (due to seawater corrosion) in this case is going to create a massive building and refurbishment effort. It will ultimately provide more of a bump to GDP that the loss of business from the downtime of the businesses waiting for replacement/repair of their buildings and equipment.

We will have more to say on that soon, but for now enjoy the Calendar and the Summary Perspective.

Thanks for your interest.

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